Nokomis Capital’s Landsea Homes LSEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,743,738
| Closed | -$11.2M | – | 52 |
|
|
2025
Q1 | $11.2M | Buy |
1,743,738
+100,166
| +6% | +$776K | 3.98% | 7 |
|
|
2024
Q4 | $14M | Buy |
1,643,572
+558,834
| +52% | +$6.02M | 4.97% | 5 |
|
|
2024
Q3 | $13.4M | Sell |
1,084,738
-109,968
| -9% | -$1.25M | 4.55% | 8 |
|
|
2024
Q2 | $11M | Buy |
1,194,706
+98,231
| +9% | +$1.04M | 3.91% | 8 |
|
|
2024
Q1 | $15.9M | Sell |
1,096,475
-55,705
| -5% | -$702K | 5.32% | 5 |
|
|
2023
Q4 | $15.1M | Sell |
1,152,180
-50,835
| -4% | -$492K | 4.64% | 6 |
|
|
2023
Q3 | $10.8M | Buy |
1,203,015
+55,100
| +5% | +$552K | 3.8% | 9 |
|
|
2023
Q2 | $10.7M | Buy |
1,147,915
+795,377
| +226% | +$5.57M | 3.62% | 7 |
|
|
2023
Q1 | $2.14M | Buy |
352,538
+44,131
| +14% | +$283K | 0.86% | 31 |
|
|
2022
Q4 | $1.61M | Hold |
308,407
| – | – | 0.63% | 39 |
|
|
2022
Q3 | $1.47M | Hold |
308,407
| – | – | 0.64% | 39 |
|
|
2022
Q2 | $2.05M | Hold |
308,407
| – | – | 0.83% | 28 |
|
|
2022
Q1 | $2.64M | Hold |
308,407
| – | – | 0.91% | 27 |
|
|
2021
Q4 | $2.26M | Sell |
308,407
-2,900
| -0.9% | -$24.1K | 0.95% | 24 |
|
|
2021
Q3 | $2.7M | Sell |
311,307
-4,701
| -1% | -$40.3K | 1.27% | 23 |
|
|
2021
Q2 | $2.65M | Buy |
316,008
+115,912
| +58% | +$1.05M | 1.02% | 28 |
|
|
2021
Q1 | $1.91M | Buy |
+200,096
| New | +$1.87M | 0.83% | 26 |
|
Other funds holding LSEA
Nokomis Capital's LSEA Position: Q2 2025 in Review
Nokomis Capital sold out of Landsea Homes (LSEA) in Q2 2025, closing a stake of 1,743,738 shares — an estimated $11.2M sold.
Nokomis Capital first reported a position in LSEA in Q1 2021 and held it in 17 quarters. The position peaked at $15.9M in Q1 2024. 1 fund tracked by Wall St. Rank holds LSEA as of Q2 2025.
- Nokomis Capital reported no remaining Landsea Homes position as of Q2 2025 after selling out during the quarter.
- Nokomis Capital sold 1,743,738 Landsea Homes shares in Q2 2025, an estimated $11.2M.
- Nokomis Capital first reported a position in Landsea Homes in Q1 2021 and held it in 17 quarters.
- Nokomis Capital's Landsea Homes position peaked at $15.9M in Q1 2024.
- 1 fund tracked by Wall St. Rank held Landsea Homes as of Q2 2025.
Based on Nokomis Capital's 13F filing for Q2 2025, filed 14 Aug 2025.